Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Essential Utilities, Inc.WTRG · Entity 3473 | Director | June 20, 2023 | June 22, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Essential Utilities, Inc.
Report date June 20, 2023 · Filed June 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,438 |
Reported balance
After 2023-06-20 transaction · row 1
1 source rowRow 1 · 2023-06-20 · Grant · Acquired 2,173 · Balance 30,438 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 20, 2023 Filed Jun 22, 2023 21:09 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 2,173 | $41.43 | $90,016.53 |
DisclosureSEC source: 0001127602-23-019247 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,438 Read SEC document |
| March 20, 2023 Filed Mar 22, 2023 20:58 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 702 | $42.77 | $30,021.03 |
DisclosureSEC source: 0001127602-23-011041 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,265 Read SEC document |
| December 20, 2022 Filed Dec 21, 2022 22:46 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 591 | $46.56 | $27,516.96 |
DisclosureSEC source: 0001127602-22-028096 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,563 Read SEC document |
| November 28, 2022 Filed Nov 29, 2022 21:28 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | SaleCommon Stock | 8,560 | $47.96 | $410,503.36 |
DisclosureSEC source: 0001127602-22-026485 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,972 Read SEC document |
| September 20, 2022 Filed Sep 22, 2022 20:51 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 600 | $45.85 | $27,507.00 |
DisclosureSEC source: 0001127602-22-022820 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,532 Read SEC document |
| June 21, 2022 Filed Jun 23, 2022 20:52 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 656 | $41.92 | $27,499.52 |
DisclosureSEC source: 0001127602-22-018060 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,932 Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 20:51 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 532 | $51.66 | $27,483.12 |
DisclosureSEC source: 0001127602-22-011231 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,276 Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 22:29 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 466 | $53.65 | $25,000.90 |
DisclosureSEC source: 0001127602-22-000600 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,744 Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 21:00 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 537 | $46.60 | $25,021.52 |
DisclosureSEC source: 0001127602-21-026475 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,278 Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:50 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 543 | $46.04 | $24,997.01 |
DisclosureSEC source: 0001127602-21-021042 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,741 Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 20:46 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 561 | $44.54 | $24,986.94 |
DisclosureSEC source: 0001127602-21-012622 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,198 Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 21:34 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 533 | $46.87 | $24,979.05 |
DisclosureSEC source: 0001127602-21-000582 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,637 Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 12:33 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 624 | $40.05 | $24,991.20 |
DisclosureSEC source: 0001127602-20-026083 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,104 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 20:41 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 607 | $42.01 | $25,500.07 |
DisclosureSEC source: 0001127602-20-020945 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,480 Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 20:46 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 601 | $41.58 | $24,986.58 |
DisclosureSEC source: 0001127602-20-012740 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,873 Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 21:22 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 478 | $47.12 | $22,520.97 |
DisclosureSEC source: 0001127602-20-000680 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,272 Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 22:14 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 502 | $44.86 | $22,517.21 |
DisclosureSEC source: 0001127602-19-029804 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,794 Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:37 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 550 | $40.89 | $22,489.50 |
DisclosureSEC source: 0001127602-19-023567 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,292 Read SEC document |
| March 29, 2019 Filed Apr 1, 2019 21:18 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 613 | $36.73 | $22,515.49 |
DisclosureSEC source: 0001127602-19-013872 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,742 Read SEC document |
| December 31, 2018 Filed Jan 4, 2019 21:53 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 590 | $33.92 | $20,012.80 |
DisclosureSEC source: 0001127602-19-001333 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,129 Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 22:31 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 544 | $36.75 | $19,992.00 |
DisclosureSEC source: 0001127602-18-029224 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,539 Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 19:10 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 567 | $35.29 | $20,009.43 |
DisclosureSEC source: 0001127602-18-022540 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,995 Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 20:29 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 590 | $33.90 | $20,001.00 |
DisclosureSEC source: 0001127602-18-013723 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,428 Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 21:59 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 477 | $39.34 | $18,765.18 |
DisclosureSEC source: 0001127602-18-001132 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,838 Read SEC document |
| October 03, 2017 Filed Oct 5, 2017 14:12 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 566 | $33.16 | $18,765.73 |
DisclosureSEC source: 0001127602-17-029371 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,361 Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:33 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 560 | $33.46 | $18,734.80 |
DisclosureSEC source: 0001127602-17-023121 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,795 Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:42 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 583 | $32.15 | $18,740.54 |
DisclosureSEC source: 0001127602-17-013985 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,235 Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 22:18 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 624 | $30.03 | $18,740.28 |
DisclosureSEC source: 0001127602-17-000723 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,652 Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:18 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 609 | $30.77 | $18,735.89 |
DisclosureSEC source: 0001127602-16-063997 · form4.xml · nonDerivative · entry 1 Ruff Ellen T · CIK 0001370621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,028 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.